Blue Bell Private Wealth Management, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Blue Bell Private Wealth Management, LLC
- $442 Million
- Q1 2024
A detailed history of Blue Bell Private Wealth Management, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 5,925 shares of DOCT stock, worth $227,460. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,925
Previous 6,232
4.93%
Holding current value
$227,460
Previous $226,000
1.77%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DOCT
# of Institutions
65Shares Held
1.67MCall Options Held
0Put Options Held
0-
Per Stirling Capital Management, Llc. Austin, TX215KShares$8.26 Million1.35% of portfolio
-
Mutual Advisors, LLC Casper, WY183KShares$7.02 Million0.22% of portfolio
-
Envestnet Asset Management Inc112KShares$4.29 Million0.0% of portfolio
-
Harbour Investments, Inc. Madison, WI106KShares$4.05 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL99KShares$3.8 Million0.01% of portfolio